Columbia Select Mid Cap Value Fund WELL Holdings History
Columbia Select Mid Cap Value Fund's Welltower Inc Holding Summary
As of 2025-02-28, COLUMBIA FUNDS SERIES TRUST held 505,272.00 shares of Welltower Inc(WELL), totaling $77.56 Mil. This investment constitutes 3.2% of their stock portfolio, and COLUMBIA FUNDS SERIES TRUST now holds 0.08% of the outstanding Welltower Inc(WELL) stock.
The initial trade took place in 2019Q4. And since then Columbia Select Mid Cap Value Fund has made 5 purchases of WELL, at an average price of $73.19, for a total of 1.06 Mil shares. In addition, there have been 9 sales at an average price of $90.59 for 555,318.00 shares. Based on historical transaction data and WELL's current price of $157.55, Columbia Select Mid Cap Value Fund's estimated gain on his WELL holdings is $52.29 Mil, reflecting a 67.37% gain to date.
Columbia Select Mid Cap Value Fund WELL ($157.55) Holding Chart
Columbia Select Mid Cap Value Fund WELL ($157.55) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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